Winch Advisory Services, LLC Ishares Tr Broad Usd High Yiel Transaction History

Winch Advisory Services, LLC

$427 Million
Q3 2025

A detailed history of Winch Advisory Services, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Winch Advisory Services, LLC holds 24,363 shares of USHY stock, worth $908,009. This represents 0.22% of its overall portfolio holdings.

Number of Shares

24,363

Previous 23,317 4.49%

Holding current value

$908,009

Previous $874,000 5.26%

% of portfolio

0.22%

Previous 0.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$37.14 - $37.85 $38,848 - $39,591	1,046 Added 4.49%	24,363 $920,000
Q2 2025 Aug 07, 2025	SELL	$35.3 - $37.51 $26,757 - $28,432	-758 Reduced 3.15%	23,317 $874,000
Q1 2025 May 05, 2025	SELL	$36.63 - $37.45 $116,153 - $118,753	-3,171 Reduced 11.64%	24,075 $886,000
Q4 2024 Jan 14, 2025	BUY	$36.54 - $37.53 $89,230 - $91,648	2,442 Added 9.85%	27,246 $1 Million
Q3 2024 Oct 21, 2024	BUY	$36.06 - $37.66 $91,953 - $96,032	2,550 Added 11.46%	24,804 $933,000

Q2 2024 Jul 31, 2024	BUY	$35.59 - $36.41 $261,301 - $267,322	7,342 Added 49.24%	22,254 $807,000
Q1 2024 May 14, 2024	BUY	$36.0 - $36.66 $405,828 - $413,268	11,273 Added 309.78%	14,912 $545,000
Q4 2023 Jan 18, 2024	BUY	$33.79 - $36.59 $88,022 - $95,316	2,605 Added 251.93%	3,639 $132,000
Q3 2023 Nov 06, 2023	BUY	$34.58 - $35.56 $35,755 - $36,769	1,034 New	1,034 $36,000

Others Institutions Holding USHY

# of Institutions

657

Shares Held

557M

Call Options Held

Put Options Held

View Full List

About ISHARES TR BROAD USD HIGH YIEL

Ticker USHY
Sector ETFs
Industry ETFs

More about USHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Winch Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winch Advisory Services, LLC with notifications on news.

Account

Winch Advisory Services, LLC Ishares Tr Broad Usd High Yiel Transaction History